Charge a person

Learn how to charge a person any amount on the fly via payment link or structured through specific experiences.

Updated over a week ago

Charging a person in Peoplevine

Once logged into Peoplevine, navigate to Charge a Person under Sell > Transactions.

Find the person in the CRM that you want to charge or, click to register new person.

Enter the amount you want to charge and any other settings.

Enter the payment method and billing information and click ย "Process Charge".

Please note, if your customer is going to do recurring billing or asks to keep the card on file, make sure you enter a card nickname.

*Before you can charge customers and accept payments ensure that you have a Payment Processor configured in PeopleVine as well as an SSL Certificate.

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